How To Populate Client Name Next To The Total

Jun 11, 2013

I have an excel file from a data dump. I need to populate the client name next to the total. There is no unifomed lines between the different client files. The file has over 12,000 lines I am in need of a formula to poplulate the blank cell. See attached file.

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How To Retrieve Client Information By Client ID In Particular Cell

Oct 1, 2013

How to retrieve client profile by typing client id in a particular cell ??

i.e. if Client ID is OD001 .... is it possible to get the details of that client by typing OD001SS which i have created on another work sheet ??

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I'm trying to do here is take the value of a certain cell (client number) and set another cell to be the name of the client. For example if I were client number 100 and my company name was Holman Inc the user should be able to enter 100 and Holman Inc would populate itself in the next field.

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I have a total $$ amount in one cell. Using this $$ amount I need to populate two other cells. One that is divisble by $10,000 and the remainder would populate the other cell. In the attached excel file I made notes to this effect.

If the $ amount in cell A3 is $83,000 I would need $80,000 to populate cell C3 and the remainder $3,000 to populate D3. If the $ amount in cell A3 was less than $10,000 such as $5,000 then only D3 would be populated.

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I have a total summary page, which sums up a bunch of data for around 2 weeks. Is there any way to have the corresponding dates appear on the summary?

Ive attached a example spreadsheet, showing a basic total summary, and the quantity, the highlighted red section is what I would like to appear if possible ...

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Feb 27, 2008

I am trying to have a cell populate verbiage depending on the total % of the cell to it's left. I have created this formula but it's not working.

=IF(F25=100,"Meets Expectations")+IF(F25>100,"Exceeds Expectations")+IF(F25

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Jan 4, 2010

I have attached a document paralleling a document I am working on. The dollar amount in each spreadsheet represent sales. I have entered in values into the candy, soda, and chips spreadsheet. I have also linked values for candy into the total spreadsheet. My question is can I somehow type something or drag the formula down to populate the other cells in the total spreadsheet?

The idea I am thinking but which I don't know how to implement is to list all the items (as in column G) and list all of the relevant cells (e.g. B1 in the Candy spreadsheet) as in columns H and I (Note that all items will have the same cells but the cells will have different values...e.g. all three items have a cell B1 and B2 in their spreadsheet but these cells contain different values). I then try and fail to create a formula in cell B3 of the Total spreadsheet. I am trying to create a formula of the following nature:

='(Spreadsheet Name From Column G)'!(Cell Name From Columns H and I)

The Second half of the formula doesn't really concern me (i.e. the cell name from column H and I). However I am perplexed as to how to achieve the goal in the first parentheses above.

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Feb 3, 2010

to send a single email from a list if addresses from cells in a single column...i have figured out the code to add the range of addresses but my only problem is that with this code it uses outlook...my default email is gmail and i can send email from single cells this way, however when i run the code it opens it in outlook..i do not now how to change the code i have to open gmail instead of outlook..

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Client Search On Two Documents

Apr 17, 2012

I have been sent a document of clients names that I need to check against our own, is there a way on excel in which I can see if there are any matchers between our client list and the one I have been sent. It is for security purposes.

I do not fancy Ctrl - F 4000 client names

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Feb 1, 2014

I have a workbook to track clients served. The first sheet has all of the data entered into it. The name, age, demographics, services. The second sheet is a template of the individual client's pages, summarizing their information and services received. I want to code the sheet so that once a new client is entered into the table on sheet 1, the template will automatically be copied to the end, renamed, and the basic data for the new client will be pasted into the new sheet.

I've been working on this project and done a ton of googling. And also am very new to VBA. I have found a solution that works:

VB:
Private Sub Worksheet_Change(ByVal Target As Range)
If Target.Address = "$B$2" Then
Sheets(2).Copy After:=Sheets(Sheets.Count)

[Code]....

But I really don't want to do 50 "else" clauses for each line where there could be a new client. So I was thinking, if i could find a way to do a relative reference, such that it selects the cells to copy relative to the one that was changed within the range of that column, then I would only need one "if" statement. Is that possible? Is there some way to change the "B3" in target_address to "any cell in column B" and then range "A3" a few lines down would somehow be "1 cell left of the one changed" and the range "A3:K3" to copy would be "1 left:9 right" of the one changed. I know this may be impossible or just not how VBA language works, but I thought it'd be a lot easier than 50 repititions of if..then...else....

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Jun 26, 2014

I have sales data for Clients that has the client name month and year(combined for date) and revenue for each month. I would like to take all clients in a given month and see the average revenue per client and then be able to display that in a bar chart by month. I also have the data loaded into a PowerPivot Data Model.

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Sep 21, 2007

I seem to be coming on here every day at the moment! Someone helped me with this code, it works great apart from 1 error, which stops the script. The lines that appear when i select debug are in italic / bold. The error message appearing is:

"Object invoked has disconnect from its client" or something very similar.

'Define variables.
Dim lngRowPasteTo As Long
Dim codelive, codeclosed, codeassigned, vLookFor As String

'Set variables
vLookFor = "Closed"
codelive = "gio1"
codeclosed = "gio2"
codeassigned = "gio3"

Worksheets("Live").Unprotect Password:=codelive
Worksheets("Closed").Unprotect Password:=codeclosed
Application. ScreenUpdating = False
MsgBox ("Moving Claims...")
'Ensure the 'Live' tab is selected (active).
Sheets("Live").Select

'Remove any existing AutoFilters.
ActiveSheet.AutoFilterMode = False

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Nov 28, 2013

I have a long list of data (around 10,000 rows) with one column Client Sensitive (Column A see below) that needs to be changed before using in a pivot so the client won't see this data.

At the moment I'm using a formula but happy to use VBA for this as the rest of the report updates with VBA.

The formula that works but takes far too long is
=IF(COUNTIF($A$1:$A2,$A2)>1,VLOOKUP($A2,$A:$R,18,FALSE),MAX($R$1:$R1)+1)
Where column A is the sensitve data (and the unique identifier) and column R is the column the formula is entered.

The below is what I want, the column R I now use in a pivot to get the results I want then I can hide that column and delete Column A so no Client Sensitve data is with the spreadsheet.

However as I've said it takes far too long to calculate down 10,000 rows..

Column A
Column R

A12345
1

[Code] .....

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Jun 16, 2014

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Jan 18, 2008

I developed an Excel application for some users. Everything used to wrok very well until recently. When the click some buttons, the error "Automation Error: Object has disconnected from its clients" appears. Problem is, everything works very well on my PC. We run the same Excel version, same OS but I can't seem to find a solution to this problem. I'd have posted the code I'm running here but I don't know how to use the code tags and I don't want to be banned from this forum.

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Apr 8, 2008

I have developed a product that's a bunch of Excel spreadsheets strung together. Real estate and mortgage professionals use the tools to counsel home buyers. We include a pdf converter in case recipients of emailed file attachments don't have Excel.

We provide an 'Export' procedure that calls a custom dll that uses the outgoing mail server that the user [must] setup or our web's mail server as a default. The action attaches the Excel or the PDF file and sends in the background. We use an Excel form for user to write the message and the process saves a copy of the message sent and the file send in an Archives folder.

This procedure is not very user friendly, as it does not offer the user's address book to select a recipient, does not put the message in the user's email client Sent folder...Plus the Archives folder could become quite large...plus it involves a user setup that creates alot of support calls.

But actually the most critical shortcoming has become that ISPs (Comcast and ATT so far) are blocking the use of custom email clients!

Recently my son showed me in QuickBooks their attach file-to-email process. It simply opens the user's default email client with the file attached. I need an app that does that! And it needs to be distributable.

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Feb 3, 2014

Shared Workbook

"Existing Risk Changes" worksheet is "Very Hidden"

getting the "Object invoked has disconnected from its client" Run Time Error.

I'm not getting the error when the workbook is not in shared mode.

Code:

'When Submit is clicked there is a check done to make sure that the submitter has enterred a name:
Private Sub cmdSubmitEdit_Click()

[Code]......

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Aug 30, 2009

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I don't know how to get excel to add the number of unique client in a given row. Example

Column A
Client 1
Client 1
Client 1
Client 2
Client 2
Client 2
Client 3
Client 4
Client 4
Client 4
Client 4
Client 5

Formula needs to calculate number of Unique clients. In this case, the answer is 5, but how can I get excel to calculate for me?

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Jun 17, 2013

Ever since I updated to excel 2010 I am getting this error "Automation error: the object invoked has disconnected from its client" for this line

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I have created workbooks for four health regions to collect data, which then needs to be resubmitted via FTP, but with de-identified data. The end users have little to no excel experience, thus had to make it simple as possible. Created a button that runs the macro (below) to deidentify (clear) all cells where there could possibly be personal identifying information. Runs fine on my cpu, but one user (so far) has received the error noted in the title. Both running excel 2003 with SP3 (I have version 11.8169.8172, user has 11.8316.8221), I have XP professional SP2, user has XP professional SP3. Spent hours searching and reading suggestions online, to no avail.

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i need a formula to populate in C1 the following:

if A1 is blank then C1 is 'not actioned'
if B1 is blank then C1 is 'not complete'
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Within a workbook the 1st sheet is the data entry.
In another sheet that will total data from the data sheet is where I want to be able to total columns of data, depending on what is entered in one specific column:

Example:
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Colac Production.xls

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